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Strategic Global Advisors’s McKesson MCK Stock Holding History

Strategic Global Advisors’s Portfolio MCK Stock Details MCK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.82M Sell
10,187
-240
-2% -$214K 1.41% 20
2025
Q4 		$8.55M Sell
10,427
-240
-2% -$196K 1.32% 24
2025
Q3 		$8.24M Buy
+10,667
New +$7.51M 1.25% 24
2024
Q2 		– Sell
-4,579
Closed -$2.46M – 148
2024
Q1 		$2.46M Sell
4,579
-130
-3% -$66K 0.53% 66
2023
Q4 		$2.18M Sell
4,709
-13,770
-75% -$6.26M 0.5% 66
2023
Q3 		$8.04M Sell
18,479
-2,009
-10% -$847K 1.34% 22
2023
Q2 		$8.75M Sell
20,488
-253
-1% -$97.2K 1.35% 20
2023
Q1 		$7.38M Sell
20,741
-1,771
-8% -$640K 1.19% 29
2022
Q4 		$8.44M Sell
22,512
-1,497
-6% -$558K 1.35% 23
2022
Q3 		$8.16M Sell
24,009
-982
-4% -$341K 1.36% 21
2022
Q2 		$8.15M Buy
24,991
+2,698
+12% +$863K 1.24% 26
2022
Q1 		$6.83M Buy
22,293
+1,119
+5% +$304K 1% 36
2021
Q4 		$5.26M Buy
21,174
+1,792
+9% +$393K 0.68% 49
2021
Q3 		$3.86M Buy
19,382
+4,708
+32% +$941K 0.57% 58
2021
Q2 		$2.81M Buy
14,674
+172
+1% +$33.2K 0.51% 68
2021
Q1 		$2.83M Buy
14,502
+256
+2% +$46.7K 0.51% 76
2020
Q4 		$2.48M Buy
+14,246
New +$2.37M 0.44% 76

Other funds holding MCK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Global Advisors's MCK Position: Q1 2026 in Review

Strategic Global Advisors reduced its McKesson (MCK) stake by 2.3% in Q1 2026, selling an estimated $214K and leaving 10,187 shares worth $8.82M. The position accounts for 1.41% of the portfolio, ranked #20.

Strategic Global Advisors first reported a position in MCK in Q4 2020 and has held it in 17 quarters since. 2,032 funds tracked by Wall St. Rank hold MCK as of Q1 2026.

  • Strategic Global Advisors held 10,187 shares of McKesson worth $8.82M as of Q1 2026.
  • Strategic Global Advisors sold 240 McKesson shares in Q1 2026, an estimated $214K.
  • McKesson made up 1.41% of Strategic Global Advisors's portfolio in Q1 2026, its #20 holding.
  • Strategic Global Advisors first reported a position in McKesson in Q4 2020 and has held it in 17 quarters since.
  • 2,032 funds tracked by Wall St. Rank held McKesson as of Q1 2026.

Based on Strategic Global Advisors's 13F filing for Q1 2026, filed 15 May 2026.